RETIREMENT FOCUS
PROACTIVE RISK MANAGEMENT
“
Everyone understands the struggle of rising premiums and cost increases, but few owners and plan administrators realize just how much they are losing unnecessarily to taxes or liability. This is an area we focus on from day one.
”
Brian Brophy
Financial Security Advisor, Principal
EDUCATION & TRAINING
This can include:
Regular in-office seminars to ensure your employees fully understand the details of the plan
Ongoing support from our responsive in-house team, to help plan members get timely information
In-depth training programs for Human Resources and plan administrators at plan start-up, with annual refresher sessions
Leveraging our Canada-wide Benefits Alliance network to explore and share educational resources
CUSTOM COMMUNICATION
Our communication documents and features include:
- Proactive Plan Option Reports to solve issues before they arise and to take advantage of current trends
- Competitive Analysis report to identify cost-effective alternatives
- Benefits-at-a-Glance, Benchmark and Top Claims Paid Reports to provide essential information efficiently
- Custom Enrolment Guide specific to your company, which helps mitigate liability while enrolling plan members
Annual Stewardship Review to explore the various aspects of your benefits strategy and identify opportunities to meet new goals
Ad hoc custom reporting to help you make informed, timely decisions
TECHNOLOGY PLATFORM
These features include:
- Software tools to help simplify administration, carrier coordination, payroll and other tasks
- Online account access for all plan administrators and members
- Digital reporting customized to your organization
- Cloud-based technology that enables you to manage multiple plans and multiple carriers on one platform
Navigo Financial Solutions Inc.
1464 Cornwall Road, Unit 1, Oakville, ON L6J 7W5
tel: 905 829-3777
fax: 905 829-2540